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	<title>Search Results for &#8220;world EPS&#8221; &#8211; ISABELNET</title>
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	<title>Search Results for &#8220;world EPS&#8221; &#8211; ISABELNET</title>
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		<title>MSCI AC World EPS</title>
		<link>https://www.isabelnet.com/msci-world-eps-and-south-korea-exports/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 21 May 2026 08:31:41 +0000</pubDate>
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					<description><![CDATA[MSCI AC World EPS Analysts are steadily raising MSCI AC World EPS forecasts for 2026 and 2027, betting the AI and tech boom will lift profits and margins rather than spark another hype-driven spending cycle. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Tech &#8211; 3-Month Change in Price vs. 3-Month Change in FY2 EPS</title>
		<link>https://www.isabelnet.com/u-s-tech-and-global-markets-nasdaq-composite-vs-msci-world-ex-u-s/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 10 Apr 2026 08:30:04 +0000</pubDate>
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					<description><![CDATA[U.S. Tech &#8211; 3-Month Change in Price vs. 3-Month Change in FY2 EPS Until recently, U.S. tech earnings and stock returns have run hand in hand. With the correlation breaking down, dips are looking more like entry points, supported by solid growth prospects tied to AI adoption. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Magnificent Seven Returns</title>
		<link>https://www.isabelnet.com/magnificent-7-vs-the-other-493-consensus-quarterly-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 01 Dec 2025 09:30:18 +0000</pubDate>
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					<description><![CDATA[Magnificent Seven Returns With one sector and seven giants driving the world&#8217;s biggest stock market, volatility isn&#8217;t going anywhere. Investors should brace for more swings in 2026. Image: Deutsche Bank]]></description>
		
		
		
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		<title>Foreign Investor Ownership Share of U.S. Equity Market</title>
		<link>https://www.isabelnet.com/equity-foreign-holdings-of-u-s-equities-of-world-ex-u-s-gdp/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 15 Oct 2025 08:31:16 +0000</pubDate>
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					<description><![CDATA[Foreign Investor Ownership Share of U.S. Equity Market With foreign investors holding a record 18% of U.S. stocks, they are chasing the American dream, piling into U.S. equities on hopes that President Trump keeps the bull run alive. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Earnings &#8211; Peak to Trough Decline in LTM S&#038;P 500 EPS During Recessions</title>
		<link>https://www.isabelnet.com/earnings-peak-to-trough-decline-in-ltm-sp-500-eps-during-recessions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 07 Apr 2025 08:31:55 +0000</pubDate>
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					<description><![CDATA[Earnings &#8211; Peak to Trough Decline in LTM S&#38;P 500 EPS During Recessions Historically, recessions since World War II have caused a median 13% decline in S&#38;P 500 EPS, often leading to substantial index losses. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Valuation &#8211; MSCI World P/E</title>
		<link>https://www.isabelnet.com/valuation-msci-world-p-e/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 11 Oct 2024 08:30:17 +0000</pubDate>
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		<guid isPermaLink="false">https://www.isabelnet.com/?p=31055</guid>

					<description><![CDATA[MSCI World Fwd PE and EPS Revisions Downward revisions in global EPS raise concerns, suggesting that the global economic landscape is precarious, prompting central banks to adopt more aggressive strategies to stimulate growth. Image: J.P. Morgan]]></description>
		
		
		
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		<title>South Korea Exports vs. MSCI World EPS</title>
		<link>https://www.isabelnet.com/south-korea-exports-vs-msci-world-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 15 Dec 2022 11:30:35 +0000</pubDate>
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					<description><![CDATA[South Korea Exports vs. MSCI World EPS South Korea&#8217;s exports tend to lead global earnings. Image: J.P. Morgan]]></description>
		
		
		
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		<title>Earnings &#8211; Global Manufacturing PMI New Orders vs. World Trailing 12-Month EPS (Leading Indicator)</title>
		<link>https://www.isabelnet.com/earnings-global-manufacturing-pmi-new-orders-vs-world-trailing-12-month-eps-leading-indicator/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 23 Nov 2022 11:31:18 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Earnings &#8211; Global Manufacturing PMI New Orders vs. World Trailing 12-Month EPS (Leading Indicator) Global manufacturing PMI new orders tend to lead world EPS growth by 12 months. Image: BofA Global Research]]></description>
		
		
		
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		<title>Aggregate EPS Growth</title>
		<link>https://www.isabelnet.com/aggregate-eps-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 12 May 2020 13:30:19 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Aggregate EPS Growth U.S. earnings are outperforming the rest of the world in Q1:2020, because the U.S. was the slowest to lock down its economy. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>Trailing 12 Month EPS Growth: S&#038;P 500 vs. MSCI AC World ex U.S.</title>
		<link>https://www.isabelnet.com/trailing-12-month-eps-growth-sp-500-vs-msci-ac-world-ex-u-s/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 11 Feb 2020 14:30:44 +0000</pubDate>
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					<description><![CDATA[Trailing 12 Month EPS Growth: S&#38;P 500 vs. MSCI AC World ex U.S. Chart suggesting that the &#8220;fundamental&#8221; advantage of U.S. stocks is diminishing. Image: Morgan Stanley Research]]></description>
		
		
		
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		<title>Global Semiconductor Sales vs. MSCI World EPS Growth</title>
		<link>https://www.isabelnet.com/global-semiconductor-sales-vs-msci-world-eps-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 05 Nov 2019 12:40:14 +0000</pubDate>
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					<description><![CDATA[Global Semiconductor Sales vs. MSCI World EPS Growth Chart suggesting that global semiconductor sales may have bottomed. That&#8217;s good news for global EPS growth. Image: Jeroen Blokland]]></description>
		
		
		
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		<title>Japan Corporate Profits Leads MSCI World EPS</title>
		<link>https://www.isabelnet.com/japan-corporate-profits-leads-msci-world-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 02 Sep 2019 13:00:45 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=12401</guid>

					<description><![CDATA[Japan Corporate Profits Leads MSCI World EPS This chart suggests that Japan corporate profits leads MSCI World EPS by 7 months. Image: Nordea and Macrobond]]></description>
		
		
		
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		<title>S&#038;P 500 Forward EPS and World Trade Growth</title>
		<link>https://www.isabelnet.com/sp-500-forward-eps-and-world-trade-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 05 Aug 2019 09:49:04 +0000</pubDate>
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					<description><![CDATA[S&#38;P 500 Forward EPS and World Trade Growth The chart shows a pretty good correlation between the S&#38;P 500 forward 12-month EPS and the CPB World Trade Index. Image: Oxford Economics, Macrobond]]></description>
		
		
		
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		<title>World Semiconductor Sales and S&#038;P 500 EPS</title>
		<link>https://www.isabelnet.com/world-semiconductor-sales-and-sp-500-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 19 Jul 2019 12:51:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=8307</guid>

					<description><![CDATA[World Semiconductor Sales and S&#038;P 500 EPS Tight relationship between world semiconductor sales and S&#38;P 500 earnings per share. You may also like &#8220;Semiconductor Sales vs. Global Earnings per Share.&#8221; Image: Oxford Economics]]></description>
		
		
		
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